Edward Martin

Fractional CIO|CTO - Micro Mobility & Legal Practice Innovation

Consult-e3 · global

Feb 2017 – Present(9 yrs 3 mos)

Fractional IT Consulting | Thought Leadership | Strategic Planning | Transformation | Due Diligence Industry Experience: Financial Services | Healthcare | Insurance | Life Sciences | Non Profit | Micro Mobility | Retail Technology Technology stack assessment, streamline operations, integration and cost reductions. MDM (JAMF, Rippling, Scalefusion). Rippling Suite of Products.

CIO, SVP Information Technology

Preventive Measures, Inc.

Nov 2021 – Jul 2025(3 yrs 9 mos)

Chief Information Officer (CIO) providing vision and leadership to the development, implementation and maintenance of the overall information systems and technology architecture of the organization. Ensuring alignment with business strategy and delivery of capabilities required to achieve business success. Responsible for strategy, policies, processes, security and management of information services and systems. Developing and executing digital strategy, implementing transformational information technology (IT) initiatives across the organization to improve quality, digital connections to consumers, cost effectiveness, and business development in a rapidly evolving and highly competitive marketplace. Accountable for IT strategy alignment to business strategy. Directed enterprise IT and digital strategy, leading design, development, and testing engineers to build real-time analytics pipelines, distributed data services, and BI dashboards to meet KPI's. Expanded the technology organization, scaling and managing onshore and offshore development and product teams to deliver enterprise-grade platforms. Implemented a comprehensive cybersecurity framework in partnership with compliance, safeguarding sensitive data and ensuring regulatory alignment. Created a culture of continuous learning within the technology organization, embedding knowledge-sharing, upskilling, and innovation practices. Implemented workforce productivity such as: Office 365 activity dashboards and digital utilization tools to assess collaboration efficiency and automated suite of integrated tooling Championed an inclusive technology culture, mentoring diverse technical teams and building communities of practice across IT and tech partners. Negotiated vendor contracts and optimized infrastructure investments, achieving measurable cost savings while improving performance. Led development of a native iOS and Android mental health mobile application, creating a scalable platform for growth.

Senior Consultant at Novant Health

StoneLaurel · United States

May 2021 – Nov 2021(7 mos)

Presented findings and recommendations to executive-level stakeholders, effectively developing plans and communicating key insights and action plans supporting a key data management strategy. Developed strategic connections with senior leadership. Built strong relationships with clients through consistent communication and proactive problem-solving efforts. Collaborated with internal teams to develop customized solutions that addressed unique client needs. Created and managed project plans, timelines and budgets to support strategic imperatives. Evaluated clients' needs and created plan of action to provide solutions and leveraged Infor analytics for WFM needs. Designed and executed plans to advance the universal data capability layer initiative.

Senior Consultant at BCBS NC (Strategy and Value Transformation Program Manager)

StoneLaurel · Durham, North Carolina, United States

Jan 2017 – May 2021(4 yrs 5 mos)

Served as Senior Consultant responsible for ongoing monitoring, management, and delivery of strategic initiatives across Blue Cross of North Carolina (BCBSNC). Provide affordable quality healthcare in alignment with state and federal healthcare regulations through the development and launch of innovative initiatives. Build and foster collaborative relationships with business, technology, and portfolio office teams to effectively support current initiatives. Provide strategic mentorship and training to cross-functional staff and executive-level management to ensure projected business goals are consistently met. Spearheaded program-wide, comprehensive risk assessment for Enterprise Risk Assessment team. Successfully created and implemented initial strategies to execute $300M multi-year program for BCBSNC, and transform healthcare for entire state of North Carolina, through close collaboration with healthcare lines of business, Portfolio Management, and Technology teams. Expertly cultivated positive relationship with BCBS IT Division to assess and transform major business transformation initiative, resulting in restabilized and realigned program. Effectively addressed various program level gaps, bridged operations between multiple development organizations, and played key role in assessing and improving operational models through the development and launch of integrated technology plan. Directed execution of a $300M multi-year healthcare modernization program, overseeing engineering teams in design, development, and QA/testing. Partnered with data science and IT leaders to deliver distributed architectures powering regulatory compliance, analytics, and real-time reporting. Delivered executive dashboards, forecasting tools, and experimentation metrics for enterprise-wide decision-making. Leveraged Planview for resources (people, budget, technology) to work/programs and projects to align to strategic imperatives WFM analytics.

Senior Consultant/Program Manager Wells Fargo - Wealth, Reirement & Brokerage

StoneLaurel · Charlotte Metro

Feb 2011 – Dec 2016(5 yrs 11 mos)

Served as lead consultant offering innovative services to Wells Fargo, including Wealth Retirement and Brokerage lines of business. Built relationships with business units and technology teams to coordinate and deliver major business transformation technology solutions. Oversaw multi-workstream programs, including infrastructure, architecture, data management, enterprise security, production support, advanced disaster recovery, core scalability, and business continuity planning. Effectively created, delivered, and cultivated fact-based reporting deliverables, including executive workstream reporting, 30/60/90-day plans, issue and change logs, risk and mitigation plans, change requests, impact assessments, and contributed widely to portfolio and program level roadmaps and executive reporting processes. Expertly initiated, planned, and implemented advanced technology solutions by partnering with CIO’s, Group Area Managers, Sr. Strategists, Program Managers, Key Vendors, and Lines of Businesses. Directed $300M transformation initiative across infrastructure, data management, enterprise security, and distributed application scalability for Wells Fargo Wealth, Retirement, and Brokerage business transformation initiative. Led engineering teams through design, development, and testing cycles, delivering secure, resilient systems supporting millions of customers. Built data management pipelines and executive reporting frameworks for portfolio-level decision-making. Partnered with CIO’s and Senior Executives to align engineering delivery with business growth priorities. Partnered with respective teams and utilized AWM workforce management for employee lifecycle: recruitment, onboarding, development, and off-boarding.

Sr. Project Manager - VoIP Monitoring Implementation (Tools and Monitoring)

StoneLaurel · Charlotte Metro

Nov 2011 – Sep 2013(1 yr 11 mos)

Lead Consultant provided specialized services to an Enterprise VOIP initiative. Partnered with the Program Leads, Project Managers, Functional Team Leads, LOB Stakeholders to deliver end to end planning and processes relative to Customer Service Record Processing. Provided tactical and strategic critical planning activities coordination to restore a troubled project to meet business and financial objectives. Design Lead Consultant – VOIP Implementation – Hyderabad and Bangalore - India Responsible for managing design activities to implement a CUCM VOIP cluster in Wells Fargo’s India locations and to address a single point of failure issue. Organized detailed task plan to support planning, design, build, test, and install activities. Interfaced with risk, legal, and compliance areas to ensure project complies with International laws and regulations. Lead Consultant – VOIP Implementations- USA Defined and developed written process and procedures. Implemented Customer Service Record (CSR) end to end process engaging vendors and internal Wells Fargo Functional Teams. Managed relationships between third party vendor and Wells Fargo functional teams to ensure vendor(s) were meeting terms of the agreed statement of work. Fostered a collaborative environment to ensure process owners effectively and consistently collaborated to meet program objectives. Ensured vendor and internal teams analyzed, audited and delivered 80 plus sites per week to feed into aggressive implementation schedule. Responsible for collaborating with Program Level Finance to ensure that resource allocations and forecasts met the initiatives goals and objectives. Interfaced with Retail Line of Business (LOB) and performed onsite observations to ensure vendor was meeting implementation expectations and customers were having an exceptional experience as a result of the migrations.

Program Manager - Merger Technology Infrastructure Integration (Retail)

StoneLaurel · Charlotte Metro

Nov 2008 – Oct 2011(3 yrs)

Bridged and maintained relationships between counterparts in the merged organization to ensure that infrastructure and capacity projections are sized and communicated. Track, monitor, and collect infrastructure deliverables for both Wells Fargo and Wachovia. Activities coordination, host infrastructure coordinator meetings, maintained task, risk, issues logs.

Program Manager (Technolgy Refresh Lead)

StoneLaurel · Charlotte Metro

Jan 2008 – Oct 2011(3 yrs 10 mos)

Served as General Banking Group (GBG) Lead working with Technical Teams representing GBG on Technical Refresh/Virtualization x86 acceleration. Provided Program/Project level reporting and ensured that GBG successfully met virtualization/tech refresh milestones. Worked with Technical PM to escalate issues and bring to resolution.

Merger Operations Technology Project Manager

StoneLaurel · Charlotte Metro

Jan 2010 – Jan 2011(1 yr 1 mo)

Provided essential oversight and thought leadership to 218 critical applications to ensure migrations and decommission success. Played key role in migrating and retiring applications and infrastructure components for Operations Technology teams, including discovery, ideology, and scope definition. Led engineers in design, development, and testing for migration and decommission of 218 critical applications during merger. Expertly designed and delivered conceptual identification and validation of application and infrastructure interdependencies tool to accelerate testing and decommissioning cycles. Served as integral asset to leadership teams regarding key decision-making activities by successfully operationalizing unique reporting artifacts. Delivered scalable distributed infrastructure ensuring customer continuity.

Sr. Project Manager - Retail Implementation and Transformation

StoneLaurel

Jun 2008 – Feb 2009(9 mos)

Responsible for managing technology issues between the Architecture and Network engineering teams to contribute to the success of major merger integration activities. Coordinated, documented, organized, planned and executed technical issues and risks. Implemented project control documentation to provide guidance in resolving major issues and risks to the architecture and engineering initiatives. Completed Retail Financial Center infrastructure up -fits and build-outs for the state of Florida (300+ locations). Successfully delivered retail branch conversions in support of critical merger and acquisition activity. Organized critical activities and resources to complete work to convert and up-fit retail branch teller lines, teller systems, and all aspects if infrastructure for over 300 plus locations Liaised between Enterprise Architecture and Engineering to assess branch type and capacity requirements to ensure network design and requirements clearly identified to position site for future state. Interfaced with key technology vendors to ensure site surveys were complete and quality assured for every retail store with the scope of conversions, up-fits, and restacks.

Program Manager - Technology Mergers and Acquisitions

StoneLaurel · Global

Nov 2006 – Nov 2008(2 yrs 1 mo)

Merger – Operations Technology Sr. Project Manager (Consultant) Strategic Senior Consultant with accountability for building infrastructure and application environments for pre -conversion\ live event conversion activities; responsible for delivering a portfolio of 50 plus applications spanning across the merged financial services organization. • Provided technical consulting to build out complex infrastructure and application environments. • Interfaced with Technology Managers, Developers, Business Analysts, Infrastructure, and Vendors to build out event ready complex technical environments. • Responsible for providing framework for project planning and accountable for ensuring Project Managers practiced in accordance with project management compliance\guidelines. Merger Technology Infrastructure Integration Lead (Retail) • Bridged and maintained relationships between counterparts in the merged organization to ensure that infrastructure and capacity projections are sized and communicated. Track, monitor, and collect infrastructure deliverables for both merging entities. Activities coordination, host infrastructure coordinator meetings, maintains task, risk, issues logs. Consultant - Lead, Technical Refresh and Server Virtualization Served as General Banking Group (GBG) Lead working with Technical Teams representing GBG on Technical Refresh/Virtualization x86 acceleration. Provided Program/Project level reporting and ensured that GBG successfully met virtualization/tech refresh milestones. Worked with Technical PM to escalate issues and bring to resolution.

Sr. Project Manager-Wachovia Wealth and Brokerage Merger & Acquisition

StoneLaurel · Greater Richmond Region

Nov 2003 – Sep 2006(2 yrs 11 mos)

• Led end-to-end capacity management for all brokerage platforms, networks, and interfaces with external partners. • Implemented strategic initiatives to optimize technology infrastructure and enhance operational efficiency. • Achieved significant cost savings and improved system performance through effective enterprise and architecture methodologies.

Senior Project Manager - Defined Benefits

Vanguard · Malvern, PA

Jan 2000 – Oct 2003(3 yrs 10 mos)

Served as a software delivery Technical Project Manager managing client server and mainframe solutions for Vanguard’s core business entities. Successfully and consistently managed and established relationships with key stakeholders and team members to collaboratively achieve project objectives. Managed relationships with Procurement, External Vendor(s), and IT Resources to successfully implement